cpmp instructions

7/30/2019 CPMP Instructions

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Instructionsor Participating i

ASHRAE’

Commissioning ProcesManagement Professional (CPMP

CertifcatioProgram

Eective date: 10 /06 /2



Related Resources

Resources available to help prepare for the CPMP examination inc lude, but are notlimited to, the following:

ASHRAE Guideline 0-2005 – The Commissioning Process ASHRAE Guideline 1.1-2007 – HVAC&R Technical Requirements for the

Commissioning Process

ASHRAE Learning Institute course: Commissioning Process in New and ExistingBuildings

ASHRAE Learning Institute course: Commissioning Process and ASHRAE’sGuideline 0

ACG Commissioning Guideline

Building Commissioning Association Guidelines on New and Existing Buildings

Canadian Standards Association Z318.0-05 – Commissioning of Health Care

Facilities National Institute of Building Sciences Guideline 3-2006 – Exterior Envelope

Technical Requirements for The Commissioning Process

NEBB Procedural Standards for Whole Building Systems Commissioning of NewConstruction

NEBB Procedural Standards for Retro-Commissioning of Existing Buildings

SMACNA HVAC Systems Commissioning Manual

ANSI/ASHRAE/IESNA Standard 90.1-2007 – Energy Efficient Design of NewBuildings Except Low-Rise Residential Buildings

ANSI/ASHRAE Standard 62.1-2007 – Ventilation for Acceptable Indoor Air Quality

NFPA Standard 90A – Installation of Air-Conditioning and Ventilation Systems

ASHRAE does not warrant that part ic ipation in or use of any of the above resourceswill guarantee successful completion of the examination. Nor does ASHRAE warrantthat all information presented in all of the above resources is non-contradictory.However, ASHRAE will do its best to avoid testing contradictory, out-of-date, or inaccurateinformation.



Effective Date: 10-1-2008

Items

CognitiveLevel

American Society of Heating, Refrigerating andAir-Conditioning Engineers

Commissioning Process Management Professional ExaminationDetailed Content Outline

Open cells show an examination could include items from indicated cognitive levels.Shaded cells prevent appearance of items on examinations.

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I. THE COMMISSIONING PROCESS FOR NEW BUILDINGS 23 24 13 60

A. Pre-Design Phase 6 8 6 20

1. Identify the owner’s project manager and commissioning authority(e.g., RFQ)

2. Develop owner’s project requirements document with thecommissioning authority e.g.

• lessons learned from previous projects

• project definition

• building performance and benchmarks

• project budget

• programming document

• constructability report

• definition of project success

• maintainability of each system

• maintenance and operations capabilities of staff

• systems manuals

• training and documentation requirements

• review of lessons learned

3. Recommend to the owner whether existing staff capabilities willhave to be enhanced

4. Assist development of the initial commissioning process plan

5. Develop the scope of work for the commissioning process withthe commissioning authority

6. Prepare commissioning process milestones and schedule

7. Verify that

a. design checklists contain required information

b. functional programming checklists contain required information

c. the basis of design requirements are in the contract with thedesigner

8. Identify commissioning activities that should be included in thescope of work for the design team




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B. Design Phase 4 4 2 10

1. Verify the completion of the basis of design and compliance withthe owner’s project requirements

2. Supervise the design review process (e.g., commentincorporation, work changes, issue logs, progress reports,checklists, construction documents)

3. Ensure the inclusion of the commissioning team and requirementsin the design process (e.g., communications, meetings, teammembers, assigned responsibilities)

4. Manage the commissioning team (e.g., identify specialists,

document meeting content, communicate action items, resolveresistance from key members)

5. Ensure that commissioning activities are included in the contractdocuments

6. Ensure the commissioning plan is updated

7. Analyze cost-benefit values

8. Ensure the documentation of commissioning process activities

a. update owner’s project requirements

b. ensure an updated basis of design document is received

c. define what should be included in the systems manualsd. refine training requirements in the contract documents

e. confirm maintenance and operations capabilities of facilitiesstaff

C. Construction Phase 6 6 3 15

1. Facilitate inclusion of commissioning activities during the pre-bidprocess

2. Verify that commissioning activities have been integrated intoconstruction schedules as needed

3. Ensure the commissioning process and activities are presented

during the construction kick-off meeting4. Validate execution of the commissioning plan

5. Resolve commissioning exceptions of approved submittals

6. Ensure construction checklists are developed and completed




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7. Facilitate the assessment of whether checklists and tests arespecific to the project within the commissioning scope e.g.,

• testing protocols

• construction checklists

• start-up review

• reports validation

• resolution of testing issues

8. Facilitate updating of commissioning documents e.g.,

• the owner’s project requirements

• the commissioning plan

• logs and reports of issues

• the basis of design

• record documentation

• systems manual

• training requirements

9. Produce progress reports

D. Occupancy and Operations Phase 7 6 2 15

1. Ensure delivery of training for operations and maintenance staff

2. Assess the effectiveness of training for facilities operations andmaintenance staff

3. Ensure seasonal testing of the facility as required

4. Evaluate effectiveness of the systems manual

5. Direct updates to the system manual

6. Resolve system deficiencies

7. Convene a lessons learned workshop

8. Ensure development of an ongoing commissioning program for the facility

9. Ensure the commissioning authority participates in the evaluationof systems and assemblies performance before the one-year contractor warranty expiration

10. Ensure the final commissioning report is delivered




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II. THE COMMISSIONING PROCESS FOR EXISTING BUILDINGS 7 10 8 25

A. Discovery Phase 3 3 2 8

1. Develop the scope of work for the commissioning process for thecommissioning authority


3. Develop owner’s current facility requirements document with thecommissioning authority, e.g.

• lessons learned from previous projects and existing facility

use• project definition


• project budget



• maintenance and operations capabilities of staff

• systems manuals



4. Update the scope of work for the commissioning team

5. Determine the skill sets required for commissioning team members



8. Verify investigation checklists contain required information

B. Investigation Phase 2 2 3 7

1. Evaluate recommendations from initial investigation results todetermine actions

2. Determine what service contractors must be engaged to conductthe investigation

3. Approve performance of a detailed investigation of systems andassemblies that were identified in the commissioning plan

4. Recommend actions based on documentation of detailedinvestigation results




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C. Implementation Phase 2 3 1 6

1. Coordinate commissioning team

2. Determine whether a designer’s services will be required for theproject

3. Verify that the basis of design requirements are in the contractwith the designer

4. Contribute to the implementation budgeting process


6. Verify the completion of the basis of design and compliance withthe owner’s current facility requirements



9. Manage the commissioning team (e.g., identify specialists,document meeting content, communicate action items, resolveresistance from key members)





a. update owner’s current facility requirements


c. define what should be included in the systems manuals

d. refine training requirements in the contract documents


14. Recommend whether existing staff capabilities will have to beenhanced




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D. Construction Phase 0 1 1 2



3. Ensure the commissioning process and activities are presentedduring the construction kick-off meeting

4. Validate execution of the commissioning plan


6. Ensure construction checklists are developed and completed7. Facilitate the assessment of whether checklists and tests are

specific to the project within the commissioning scope e.g.,



• start-up review




• the owner’s current facility requirements


• logs and reports of issues• the basis of design


• systems manual



E. Occupancy and Operations Phase 0 1 1 2












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III. THE ONGOING COMMISSIONING PROCESS 3 6 6 15

A. Discovery Phase 1 2 1 4

1. Develop the scope of work for the commissioning process for thecommissioning authority


3. Update owner’s current facility requirements document with thecommissioning authority e.g.

• lessons learned from previous projects and existing facilityuse

• project definition


• project budget



•

maintenance and operations capabilities of staff • systems manuals



4. Update the scope of work for the commissioning team

5. Determine the skill sets required for commissioning team members



8. Verify investigation checklists contain required information

B. Investigation Phase 1 1 2 4

1. Evaluate recommendations from initial investigation results todetermine actions

2. Determine what service contractors must be engaged to conductthe investigation

3. Approve performance of a detailed investigation of systems andassemblies that were identified in the commissioning plan




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4. Recommend actions based on documentation of detailedinvestigation results

C. Implementation Phase 1 1 1 3

1. Coordinate commissioning team members

2. Determine whether a designer’s services will be required for theproject

3. Verify that the basis of design requirements are in the contractwith the designer

4. Contribute to the implementation budgeting process


6. Verify the completion of the basis of design and compliance withthe owner’s current facility requirements



9. Manage the commissioning team (e.g., identify specialists,document meeting content, communicate action items, resolveresistance from key members)





a. update owner’s current facility requirements


c. define what should be included in the systems manualsd. refine training requirements in the contract documents


14. Recommend whether existing staff capabilities will have to beenhanced




Items

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R e c al l

A p pl i c a t i on

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T o t al s

D. Construction Phase 0 1 1 2



3. Ensure the commissioning process and activities are presentedduring the construction kick-off meeting

4. Validate execution of the commissioning plan


6. Ensure construction checklists are developed and completed7. Facilitate the assessment of whether checklists and tests are

specific to the project within the commissioning scope e.g.,



• start-up review




• the owner’s current facility requirements


• logs and reports of issues• the basis of design


• systems manual



E. Occupancy and Operations Phase 0 1 1 2












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Totals 33 40 27 100



Renewal Requirements or ASHRAE Certifcation Programs

Each Certifcant is required to renew his/her certifcation every three years. The renewal process includes submittal o arenewal ee ($125 or members, $195 or non-members) and evidence o earning 45 ASHRAE Continuing Education (ACE)units during each three-year renewal period.*

The three-year renewal period starts on December 31 o the year in which the Certifcant earns the certifcation. Forexample, a Certifcant who earns the certifcation anytime in 2008 will have a renewal deadline o December 31, 2011.

Individuals who ail to submit renewal ees and evidence o the required ACEs by the December 31 deadline will be con-sidered as “non-renewing,” notifed accordingly, and advised to cease using the specifc certifcation designation ater theirnames. The names o non-renewing Certifcants will be removed rom the list o Certifcants on ASHRAE’s website.

To be reinstated, non-renewing Certifcants must submit the renewal ee, a reinstatement ee ($60), and evidence o therequired ACEs by December 31 o the year ollowing their active status. Ater that date, non-renewing Certifcants mustollow the same process as that or the initial application. Extenuating circumstances will be reviewed on a case-by-casebasis by the Committee.

Type Credits

Successul completion o a course in a related feld rom an accredited institution o higherlearningNote: To qualiy or this credit, a course must be oered regularly and must conclude witha test that sets a passing grade.

15 ACEs per credit hour(semester system) OR10 ACEs (quarter system)

PatentNote: Credit can be claimed ater a patent is issued and the inventor submits details to theboard. The invention must be related to engineering.

10 ACEs

Publication o article/paper/book in recognized peer reviewed journal in relevant feld(max. 3 per year).Note: A “news” article in a technical or proessional bulletin is not considered a publishedpaper.

10 ACEs per publisheditem

Active participation in a proessional or technical society relevant to the feldNote: The certifcant must serve as an ofcer and/or must actively participate in a commit-tee o the organization. PDH credits are earned at the end o each year o service.

2 ACEs per year perorganization

Writing ASHRAE certifcation exam items in relevant feld 5 ACEs per exam

Accreditation Visit Evaluator (or ASHRAE approved equivalent) 3 ACEs per year

Proessional awards 2 ACEs per award

Teaching o approved courses and workshops in relevant feldNote: Teaching credit is valid or teaching a course or seminar or the frst time only. It does

not apply to aculty perorming regular duties.

ACEs are determined bymultiplying by two (2) the

total number o coursehours (or preparationtime).

Attendance at meetings and conerences (e.g. National, Annual, Regional) or specialconerences relevant to the feld

Qualiying seminars andworkshops will be basedon one ACE unit or eachhour o attendance.

Attendance and completion o approved short courses and other continued educationactivities in relevant feld

Qualiying seminars andworkshops will be basedon one ACE unit or eachhour o attendance.

Acceptable Methods o Obtaining ACE credits



*Certifcants are not required to submit a report o Proessional Development activities as part o certifcation renewal. A percentage o Certifcants arerandomly chosen or audit each year. I audited, a report o continuing proessional development with documentation must be submitted to the Certif-

cation Coordinator or review.

Activities that qualiy or ASHRAE’s Continuing Education units might also qualiy or continuing education credits (e.g.PDHs, CEUs, or LUs) rom other credentialing bodies or organizations. The individual is responsible or contacting therelevant governing body to determine whether an activity qualifes or that body’s continuing education credit.

For questions about any o the inormation about ASHRAE’s certifcation renewal requirements, including clarifcationo acceptable and reportable qualiying activities, please contact ASHRAE’s Certifcation Coordinator at certifcation@

ASHRAE.org.

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